Plan Snapshot
- Plan Sponsor: Wayfinder Family Services
- Sponsor EIN: 951977659
- Sponsor Address: 5300 ANGELES VISTA BLVD, LOS ANGELES, CA, 90043
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 360 | $15.7M | $474,966 | $904,079 |
| 2023 | 366 | $15.6M | $478,958 | $822,073 |
| 2022 | 357 | $13.6M | $259,458 | $426,848 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $40,424 | — | $40,424 |
| SECURITIES AMERICA ADVISORS INC | Investment Advisor | $38,104 | — | $38,104 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $15,584 | — | $15,584 |
| WORLD INVESTMENT ADVISORS LLC | Other Service Provider | $7,622 | — | $7,622 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,734
- Estimated Expense Ratio: 0.649% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $101,734 | $53,688 | — | — | — |
| 2023 | $93,480 | $50,140 | — | — | — |
| 2022 | $47,854 | $29,604 | $18,250 | — | — |